Portside Wealth Group, LLC Engine No 1 ETF Tr Transform C Call Options Transaction History
Portside Wealth Group, LLC
- $586 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding NETZ
# of Institutions
42Shares Held
2.34MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL758KShares$55.2 Million1.52% of portfolio
-
Envestnet Asset Management Inc701KShares$51 Million0.02% of portfolio
-
Gts Securities LLC New York, NY221KShares$16.1 Million0.03% of portfolio
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Signify Wealth86.2KShares$6.28 Million8.2% of portfolio
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3 Edge Asset Management, LP68.8KShares$5.01 Million0.43% of portfolio